Mermix Help

Short, practical guides to getting the most out of Mermix. New here? Start with Before you start and Getting started, then connect your Jira the way that gives Mermix the most to work with.

Guides

1. Before you start: setting up Jira for Mermix — a ten-minute checklist for your Jira administrator: who connects, permissions, settings that block apps.
2. What Mermix can see and change in Jira — every Jira permission Mermix asks for, what it uses each one for, and what it never does.
3. Getting started with Mermix — register, connect Jira, run your first sync, and read your team's calendar.
4. How to configure Jira for Mermix — which projects, issue types, and fields to set up so Mermix can schedule intelligently.
5. How Mermix schedules your Jira issues — the rules that decide whether an issue lands on the calendar or in the backlog.
6. The 14-day trial and what happens after — how the clock starts, what's included, and what happens when it ends.
7. Changing your plan — upgrades, downgrades, billing cycles, and what you're charged when.
8. Pushing your plan back to Jira — how changes you make in Mermix flow back to Jira.
9. The AI copilot: what you can ask — analyse your plan, make changes by chat, and export in seconds.
10. Portfolios: planning for multiple teams — scope the planner per team, department, or client.
11. Reports: reading your team's health — capacity, schedule health, profitability, and data quality.
12. Part-time and working patterns — set the weekdays and hours each person works, from a date.
13. Dependencies and conflicts — how conflicts show, and fixing one when you decide to.

Can't find what you need? The AI copilot inside Mermix (press Cmd/Ctrl + K) answers most questions about your own data instantly. Still stuck? Reply to any Mermix email or reach us at hello@mermix.io.